Civic Intelligence

World Family School

990EZ • Fiscal year 2025 • EIN 23-7422367

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 08, 2025

115 E Dickerson StBozeman, MT 59715

(406) 595-2547

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

57th percentile

6.8%

Higher net margin than 57% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

95th percentile

$60,981

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-1.3%

Faster asset growth than 42% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

49%

Faster revenue growth than 85% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$213,506

Down $2,904 (-1.3%) from 2024

Net Assets

Up

$213,506

Up $13,563 (+6.8%) from 2024

Liabilities

Down

$0

Down $16,467 (-100%) from 2024

Revenue

Up

$199,678

Up $66,052 (+49%) from 2024

Expenses

Down

$186,116

Down $214,441 (-54%) from 2024

Net Income

Up

$13,562

Up $280,493 (+105%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2018: $401,245Liabilities 2018: $2,290Net Assets 2018: $398,9552018Assets 2020: $0Net Assets 2020: $02020Assets 2024: $216,410Liabilities 2024: $16,467Net Assets 2024: $199,9432024Assets 2025: $213,506Liabilities 2025: $0Net Assets 2025: $213,5062025

Highlighted filing

2025

Assets$213,506
Liabilities$0
Net Assets$213,506

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2018: $167,257Expenses 2018: $169,283Net Income 2018: -$2,0262018Revenue 2020: $48,043Expenses 2020: $55,494Net Income 2020: -$7,4512020Revenue 2024: $133,626Expenses 2024: $400,557Net Income 2024: -$266,9312024Revenue 2025: $199,678Expenses 2025: $186,116Net Income 2025: $13,5622025

Highlighted filing

2025

Revenue$199,678
Expenses$186,116
Net Income$13,562
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 8, 2025
Return Version
2024v5.0
Gross Receipts
$199,788
Mission and Program Overview

Mission

Education for pre and kindergarten children

Provide Waldorf-inspired education to pre-school and kindergarten children.

Program Services

DescriptionGrantsExpenses
Provide Waldorf-inspired education to pre-school and kindergarten children.$0$186,840
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria K OvercashTreasurerFT$60,981-$60,981
Elena G MuenchSecretaryFT$51,493-$51,493
Jeanne Wesley-WiesePresident-$0--
Paul WieseVice President-$0--
Virginia Dabney ReedDirector-$0--
Peter James GuercioDirector-$0--
Roberto Jose IbarraDirector-$0--
Filing and Contact Details

Filer

Filer Name
World Family School
EIN
23-7422367
Phone
4065952547
Address
115 E Dickerson St, Bozeman, MT 59715

Signing Officer

Name
Gloria Overcash
Title
Treasurer
Phone
4065952547
Signed
2025-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Linkinwater Accounting Services
Address
96 N Weaver St Unit 1283, Belgrade, MT 59714
Preparer
Elliot Heumier
Phone
4064515239
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^School Meals and Supplies;7908|Admin Supplies Software and Fees;4869|Interest Expense;2186^Total;14963^

Form 990-EZ, Part I, Line 20

Description;Amount^Adjustment for Rounding;1^Total;1^

Raw XML Appendix192 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum04064515239
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt096 N Weaver St
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Unit 1283
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Belgrade
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019342
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt651493
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeanne Wesley-Wiese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paul Wiese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Virginia Dabney Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gloria K Overcash
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter James Guercio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Roberto Jose Ibarra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Elena G Muench
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt014963
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide Waldorf-inspired education to pre-school and kindergarten children.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt0192025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Waldorf-inspired education to pre-school and kindergarten children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0186840
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SalariesOtherCompEmplBnftAmt0153706
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
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IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school does not advertise
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^School Meals and Supplies;7908|Admin Supplies Software and Fees;4869|Interest Expense;2186^Total;14963^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Adjustment for Rounding;1^Total;1^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gloria Overcash
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04065952547
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORLD FAMILY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Valley of the Flowers School
ReturnHeader/Filer/BusinessNameControlTxt0WORL
ReturnHeader/Filer/EIN0237422367
ReturnHeader/Filer/PhoneNum04065952547
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 E Dickerson St
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870816246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linkinwater Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt096 N Weaver St Unit 1283
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Belgrade
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059714
ReturnHeader/PreparerPersonGrp/PhoneNum04064515239
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elliot Heumier
ReturnHeader/ReturnTs02025-11-08T12:49:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Filings